James Greene

James Greene

Wealth Advisor

James L. Greene has been a Financial Advisor for 20 years. As a personal financial planner, I advise my clients in the areas of cash reserves, risk management, investments strategies and retirement income planning.  My goal is to help my clients become financially independent which translates to peace of mind for themselves and their families.  Located in Lake Lady near The Villages, FL I hold certification and licensing in Life, Annuities, and Long-Term Disability Insurance, as well as, Securities Licensed Series 7, 66, and Series 63.

James has developed a diverse client base by focusing on the following Financial Objectives:

§ Financial Planning

§ Investment Management

§ Client Risk Tolerance

§ Succession Planning/Legacy Planning

§ Retirement Income Planning  

§ Protection of Assets

§ Tax Efficient Investing

I work with my clients to provide financial advisory solutions and comprehensive investment strategies to help my clients attain their goals.  My commitment to the client engagement process is based upon a sound money management philosophy approach.  Which is the alignment of client-specific life goals and/or professional practice objectives. 

James has been married to his wife, Diana for 23 years, and they have two children, Aldon and Joshua. James is retired from the USN (with 21 years Honorable service).

 

Mobile Phone (352) 426-1562